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Proactive Wealth Strategies LLC: ONEV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Proactive Wealth Strategies LLC on ONEV, newest first. How the timeline and the estimate are built.

Proactive Wealth Strategies LLC held 23,042 ONEV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,042 shares
    Change vs previous 13F +1 shares

    0.53% of the 13F portfolio, value $3,296,598.

    13F-HR 0002043129-26-000003 filed by Proactive Wealth Strategies LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 23,041 shares
    Change vs previous 13F +11,533 shares

    0.58% of the 13F portfolio, value $3,091,360.

    13F-HR 0002043129-26-000002 filed by Proactive Wealth Strategies LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 11,508 shares
    Change vs previous 13F +376 shares

    0.61% of the 13F portfolio, value $1,532,757.

    13F-HR 0002043129-26-000001 filed by Proactive Wealth Strategies LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 11,132 shares
    Change vs previous 13F -131 shares

    0.64% of the 13F portfolio, value $1,481,710.

    13F-HR 0002043129-25-000006 filed by Proactive Wealth Strategies LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 11,263 shares
    Change vs previous 13F -61 shares

    0.69% of the 13F portfolio, value $1,454,000.

    13F-HR 0002043129-25-000004 filed by Proactive Wealth Strategies LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 11,324 shares
    Change vs previous 13F +46 shares

    0.77% of the 13F portfolio, value $1,436,000.

    13F-HR 0002043129-25-000003 filed by Proactive Wealth Strategies LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 11,278 shares
    Change vs previous 13F +1,182 shares

    0.74% of the 13F portfolio, value $1,415,000.

    13F-HR 0002043129-25-000001 filed by Proactive Wealth Strategies LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 10,096 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $1,310,000.

    13F-HR 0002043129-24-000001 filed by Proactive Wealth Strategies LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).